FWM

Focused Wealth Management Portfolio holdings

AUM $924M
1-Year Est. Return 19.03%
This Quarter Est. Return
1 Year Est. Return
+19.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$268M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$700K
3
+$455K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$434K
5
F icon
Ford
F
+$404K

Top Sells

1
+$2.33M
2
+$534K
3
+$304K
4
TSLA icon
Tesla
TSLA
+$300K
5
BIDU icon
Baidu
BIDU
+$290K

Sector Composition

1 Financials 9.9%
2 Technology 4.66%
3 Healthcare 4.62%
4 Industrials 4.13%
5 Communication Services 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$155K 0.06%
+2,400
177
$154K 0.06%
1,108
-110
178
$151K 0.06%
6,326
+8
179
$151K 0.06%
2,000
180
$149K 0.06%
+2,200
181
$148K 0.06%
1,733
182
$147K 0.05%
851
183
$146K 0.05%
2,901
+2,800
184
$144K 0.05%
1,808
-26
185
$143K 0.05%
2,300
186
$143K 0.05%
3,700
187
$142K 0.05%
+10,100
188
$140K 0.05%
21,327
+327
189
$136K 0.05%
4,751
-2
190
$135K 0.05%
9,631
191
$133K 0.05%
1,600
192
$130K 0.05%
5,067
-291
193
$129K 0.05%
475
194
$128K 0.05%
1,000
195
$127K 0.05%
760
196
$127K 0.05%
500
197
$125K 0.05%
2,606
-6,345
198
$123K 0.05%
2,062
-108
199
$122K 0.05%
940
200
$122K 0.05%
2,202
-43
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8
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